Base Design

Hey guys,I'm trying to set up an easy way to track budgets within my club. There are multiple subteams in the club with each their own budget, and I want them to be able to submit orders to me so that I can place them and then have a live update on a total of how much each team has spent. I want it set up where if I select a checkbox, that means that order price gets added to the total spent in another tab.I am running into the issue where if any of the checkboxes are selected then all the payment totals get summed at once rather than just the singular order I checked. Also, if I ever uncheck a box, I want that to also be reflected. I'll leave a video below with some of my issue to clear it up.

I have set up the Linked field which is linked to another table but it's not showing 1000 field values from 15000 rows.Do I need to add these values manually or is there any other way to do this without breaking the link? 

Hi there,I am using Airtable to design a system to manage form responses, hooked up to my form in JotForm. When a form submission comes in, I want to check whether the individual is a member of my organisation. I am currently doing this by exporting a csv from my membership database which is currently in Power Apps and uploading it to a table in the same base as my form response data. The Power Apps system is an old system that needs updating, however this is beyond my control right now. I then run an automation matching these form entries with the membership data, importing their membership number into the form response table in the base if they match and flagging that they are not a member with a tick box if no match is found. The membership data is updated weekly, and so I am dragging and dropping the latest csv version of the membership data into Airtable every week. However, this breaks my automations as it considers this to be new data in a new table rather than an upda

Hi there,I have a table which has all of the raw data from form submissions. I want to run some automations to change the format of email addresses, home addresses etc. However, I don't want to replace the raw data with the cleaned version, I want to have a table of the raw data and a table for the cleaned data. I want to clean the data as the forms are submitted. Is there a way to sync the data such that any new form submissions in Table A (raw) get put into Table B (cleaned), but which would allow me to then run automations and edits on the data in Table B without editing any data in Table A? Thanks!

I need to know if is somehow possible not to include a specific field in the revision history. I have a field which include tecnical data and it changes often, and this really distract when you try search something in the history…

Hello!I'm creating a base that will capture all of my sales. The base consists of a customer table, products table, sales table, and I'd like a goals table. Ideally, the goals table would be have a column for the month/year, my goal amount of sales for that month, the actual sales made, and then a column that tells me how far from (under or over) the goal I am for that month. Similarly, I'd like to do the same for yearly goals, where it can show me the yearly goal total (based on the sum of each month in that year I'd set), what my actual sales for the year are, and how far from my goal (over or under) I am. My sales table already captures mm/yyyy and individually the month & year for the date of the sale so I'm pretty positive I can link a sale to the monthly goal record based on that month/year field with an automation.I'm just hitting roadblocks with how I show both monthly and yearly in the same table. I'm sure I can do a view to show me just the monthly or just the y

I'm fairly new to Airtable but very familiar with data structures from a development perspective. I have a Pro plan and I'm building a community directory on a website. It will have business listings and categories, member data and profiles, a calendar of events and some maps to be displayed as they relate to groups of community members. I'm looking for advice on the best way to structure the bases for this data from an Airtable pricing and access perspective.I know I can have one base and build multiple tables within that base to support a website. Or I can also build multiple bases and have the data in separate bases. In the future I might want to use segments of the data and share them among other community websites.Is there a preferred way or optimal way of mapping this data? Or is it interchangeable and both ways work well in the Airtable environment? I believe pricing is irrelevant since there are unlimited bases. Record counts in the bases may be a factor but the counts are

I want to use a few different forms for my staff to submit info.  1 for contact info, 1 for schedules, 1 for rsvp to event etc.  Is there a way to auto merge the info or link their name so all their info is tied together?  I am struggling to understand the best way to set it up.  

Can anyone recommend a way to close or lock a record with linked Line Items when needed? We have a table to create Purchase Orders and within the record, Line Items can be created.  These Line Items contain the actual purchase details such as qty/hours, unit pricing, total pricing, and text details.  We submit the PO to the vendor and when the subsequent vendor invoice is received, I reconcile the invoice details against the PO details and mark it as "Reconciled".  My intention is, that when the main Purchase Order is marked as "Reconciled", no one else with access to this table can go in to the Purchase Order and add any additional line items to add more products/services/pricing to the PO.Any suggestions? 

Our small nonprofit has been using the Airtable on the Pro plan for a little less than a year, and we've gotten to the point that we need to re-map, re-design our workspace to work optimally between teams. We cannot afford to move to an Enterprise plan so I am trying to figure out our next steps.I understand that many organizations use consultants to design their workspaces. I would love to understand what they do (and don't do), ranges of cost (is it cheaper than paying for Enterprise?!), recommended vendors, etc.

Hello everyone!This will be my first post in this amazing community, and I can't wait to read your responses. I just wanted to ask from individual experiences, which has been the best to-do list template that you have used within Airtable. I am looking for something relatively simple but powerful that would let me quickly add tasks, add a category or tag, assign people, priority levels, dates, notes and attachments. Did you guys create your to-do lists from scratch or have you found a really good template that you'd recommend? Have you ever tried to manage any automation features within this to-do lists?Thanks in advance 🙂 

Hello.  I'm new to Airtable, but have some experience in other db applications. I am creating an app to track trading.  I have a trade table where details about each trade are stored.  It also stores the result of the trade in a field called TradeResult.  I made a grid view where I summed TradeResult grouped on TradeDate so I know the total results for each day. What's the best way to display that in calendar view?  I'd like to be able to look at the calendar and see how each day went. And not to be greedy, but if I could display the weeks total result on Saturday, that would be perfect.Any help is appreciated.

I'm curious how others address this challenge. In our project management base we have a combination of tasks and meetings. Tasks do not really need times, only start and/or due dates. Meetings, on the other hand, need both dates and times. Our current solution is to use multiple date fields. Start and end date fields for tasks, and start and end date/time fields for meetings - essentially four fields.Anyone do something different or better, or more efficient?

Hello everyone,I have 3 Airtable bases, which are synced with each other. (Table A ---> Table B ---> Table C) I was looking for a way to activate the 2-way sync between the Table B and C, but it seems like Airtable currently doesn't support the 2-way sync if the source table is already a synced table from another source.I think this is a quite crucial functionality for users like me to expand the sync capability across multiple bases. Does anyone know about Airtable's roadmap for this feature? I can guess why Airtable made the decision to disallow it at this moment, but I'm curious if there is anything I can look forward to.

Hello everyone,I am brand new to Airtable and would like to create a table for my freelance work that not only includes my appointments but also performs some calculations based on the content.In my first attempt to create a base, I entered all the relevant fields, but I am currently stuck on the calculations. It's possible that I didn't set up my base very cleverly, so I would greatly appreciate any help!The table should be able to do the following:Include all my appointments and display them in calendar view.Include the information from the columns that are already filled in (such as appointment name, date, time, location, contact person, confirmed, fee, paid,"Übungsleiterpauschale", notes).Perform various calculations and display them in a clear manner (and this is where I'm having trouble figuring out how to do it):Calculate the total annual and monthly fee.Calculate the total annual and monthly fee minus 30% for taxes.Calculate the total annual fee minus the fee for all entries ma

Hi all,I've got a table of dates called "Possible event dates" that gets linked to other columns including "Dates table" as shown below.The problem is that the link seems to be setting the time back an hour, as though they were set to different time zones, but it's not clear from the field settings how this is happening.Any ideas? Thanks! 

I have a slightly complicated project. I use airtable for our farm records. I want to use the information in a planning table to partially autogenerate an annual crop plan. We grow 40+ varieties a year. I have created a table that is an overview of all the variables I factor when making crop planning decisions. In essence different crops have different seed sowing frequencies. E.g. in a year I might do:-1 sowings of pumpkins-3 sowings of field tomatoes (4 weeks apart)-26 sowings of lettuce (2 weeks apart)I know this information based on:1) Expected yield per sowing2) The harvestable period of a crop (e.g. pumpkins are a single harvest, field tomatoes we harvest from for 4-8 weeks)3) Target harvest frequency (e.g. I might only want to harvest carrots every 4 weeks - I don't need to sow it so that I have a harvest every week on it).4) The season I can grow it - i.e. first and last sowing datesSo I have all the information I use to make decisions against records of each crop. I

hi all! trying to create a data base to help my team assign work and hours across projects, but am dealing with a few variables, including: - Projects are different durations, but resources are allocated monthly- Different team members have different billing rates, PTO, and capacity in terms of numbers of hours availableAny tips or similar bases you've seen? 

Hi, I'm using Airtable as my Main inventory.PROBLEM:Currently, I assign item location on a per unique SKU or product basis -  the problem is, I cannot track how many item is assigned to the location.For example TshirtA has 3 quantities, all I can see right now is it is assigned to Box 1 and Box 2 but I don't know how many of this item is inside Box 1 or 2.GOAL: I want to be able to have a field in MAIN INVENTORY table where I can see a sum of how may quantity is stored per location. Example TSHIRTA, BOX 1 = 3pcs, BOX 2 = 1pcsI have 3 relevant tables for this problem.  Main Inventory, Item Locations and Inventory Movements.Item Location is self explanatory, Inventory Movements is where I record the + or - of the stock quantity whether it's a stock allocation or a shipping. I thought the solution to my problem is assigning the location in the Inventory Movements table, this way, I can track the location on every new item that comes and goes.... then lin

I'm trying to create a task view. Every time I try to create an airtable base it tells me, "Cannot sync or copy data between tables in the same base. Please choose a shared view from a different base"In one view or base, I want the primary object to be contacts, in the other, I want the primary object to be tasks.Maybe later I'll want a third view for company.And I want all these views to sync with each other and stay up to date.The biggest reason for this is because I might create tasks that aren't associated with a contact. Right now, when I create a new tasks that doesn't have a contact, it creates a blank contact.But when I move to add or import a tale, I get the following error message: Cannot sync or copy data between tables in the same base. Please choose a shared view from a different base

Hi everyoneI've come up against a limitation and I'm wondering if there might be a creative workaround for it using linked records and/or multi-select options.The problem is that when you have a base with multiple collaborators, if you have a "record comments" box in an interface, there's no way to limit which other users that collaborators can send @ comments to.  I'm building a platform that will involve multiple clients from different companies collaborating within the same base.  It's no issue restricting which records they can see based on filters by "current user" etc, but this option doesn't seem to be available for comments.  I think there may be a way to link users to records of other people just in the same company as them, and then use a multi-select option instead of the collaborators list you get when you type "@" to allow users just to select the names of colleagues, and then a checkbox or button that posts their comment.Has anyone ever done this?&nbsp

Looking for a way to export grid data WITH attachments. Perfect world solution would be to download as excel and keep attachments. This would be the most preferred solution if there was a script or extension/app/block allowing to export a view to google sheets or to excel, so that it is still a spreadsheet data but with attachments loaded into the corresponding cells. I did manage to use a google sheets formula to convert url’s into images with ‘=image()’ … that being said once I tried downloading to excel it again does not show the images. So maybe as a backup solution is anyone aware of a formula in excel that can be quickly applied to convert a batch of urls into images in adjacent cells?

Hello everyone,I have been working on building and designing systems using Airtable for a while now, and I have developed a preference for creating different connecting bases. For example, I typically build a CRM System Base and a Project Management Base that have synchronized tables but operate independently.My main objective has been to keep the bases as user-friendly as possible by minimizing the number of tables and allowing independent access for contributors. This approach has worked well, although it does have some drawbacks.Lately, I have been focusing more on building interfaces, and this has helped mitigate the issue of having too many tables. Users no longer see or care about the number of tables present, which allows me to design the base structure purely based on functionality, without having to prioritize usability as much.I am curious to hear other perspectives and thoughts on this topic, as I am currently leaning towards using one larger base in most cases.Thank you.&nb

I am wondering if there's a way to set a view privately just for yourself, so it's not visible for other members. For example, I share the base with member A and B. I wanted to create a view only visible for member B and myself. 

Hello,I am creating a content calendar.In table 1, I would like to see a calendar view of all scheduled tasks.The scheduled tasks are each in their own tables (blogs, newsletters, socials, etc.)How do I take the task name, type, and publish date from the individual tables and pull them into one calendar view?